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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$40.3M +$5.07M +176,785 +15%
Morgan Stanley
2
Morgan Stanley
New York
$38.8M +$1.08M +37,550 +3%
MIS
3
Morningstar Investment Services
Illinois
$22.4M +$1.71M +59,541 +8%
JFA
4
JNBA Financial Advisors
Minnesota
$22.2M +$2.07M +72,198 +11%
LPL Financial
5
LPL Financial
California
$19.7M +$1.09M +38,092 +6%
Bank of America
6
Bank of America
North Carolina
$13.8M +$4.61M +160,858 +52%
BCI
7
Brinker Capital Investments
Pennsylvania
$8.36M +$774K +27,000 +10%
PMG
8
ProVise Management Group
Florida
$2.69M +$123K +4,296 +5%
AI
9
Atria Investments
North Carolina
$2.26M +$674K +23,513 +44%
CFA
10
Cahill Financial Advisors
Minnesota
$2.18M +$37.5K +1,307 +2%
Jane Street
11
Jane Street
New York
$1.96M +$1.91M +66,744 New
OC
12
Oppenheimer & Co
New York
$1.86M -$28.4K -991 -2%
AA
13
Ancora Advisors
Ohio
$1.83M +$102K +3,566 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.81M +$308K +10,729 +21%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.8M +$266K +9,287 +18%
AIG
16
American International Group
New York
$1.75M +$1.66M +57,908 +3,381%
Ameriprise
17
Ameriprise
Minnesota
$1.67M +$229K +7,983 +16%
Wells Fargo
18
Wells Fargo
California
$1.31M +$849K +29,603 +196%
RJA
19
Raymond James & Associates
Florida
$1.26M +$48K +1,672 +4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.03M +$512K +17,840 +103%
SI
21
Stephens Inc
Arkansas
$974K – – –
PAG
22
Private Advisor Group
New Jersey
$790K +$544K +18,976 +238%
BCM
23
Brookstone Capital Management
Illinois
$777K +$1.64K +57 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$769K +$31.8K +1,108 +4%
MCC
25
Mid Continent Capital
Illinois
$742K +$5.02K +175 +0.7%
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